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This page summarizes the DDS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DDS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing DDS Share Count |
CWM LLC |
9 |
493 |
+484 |
+5377.78% |
Signaturefd LLC |
5 |
16 |
+11 |
+220.00% |
GSA Capital Partners LLP |
878 |
1,744 |
+866 |
+98.63% |
Hennessy Advisors Inc. |
9,200 |
13,200 |
+4,000 |
+43.48% |
Raymond James Financial Services Advisors Inc. |
1,089 |
1,331 |
+242 |
+22.22% |
Victory Capital Management Inc. |
6,942 |
7,659 |
+717 |
+10.33% |
Raymond James & Associates |
1,029 |
1,097 |
+68 |
+6.61% |
Stratos Wealth Advisors LLC |
3,518 |
3,571 |
+53 |
+1.51% |
Horrell Capital Management Inc. |
29,224 |
29,371 |
+147 |
+0.50% |
Denali Advisors LLC |
9,906 |
9,920 |
+14 |
+0.14% |
Unison Advisors LLC |
7,429 |
7,434 |
+5 |
+0.07% |
13F Filers Reporting New Positions In DDS |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
1 |
+1 |
+100% |
Monument Capital Management |
0 |
601 |
+601 |
+100% |
Semanteon Capital Management LP |
0 |
1,294 |
+1,294 |
+100% |
BI Asset Management Fondsmaeglerselskab A S |
0 |
1,386 |
+1,386 |
+100% |
TFC Financial Management |
0 |
1 |
+1 |
+100% |
Allspring Global Investments Holdings LLC |
0 |
8 |
+8 |
+100% |
13F Filers With Unchanged Share Count |
New York State Teachers Retirement System |
400 |
400 |
UNCH |
0.00% |
Capital Advisors Inc. OK |
1,438 |
1,438 |
UNCH |
0.00% |
Regions Financial Corp |
1,235 |
1,235 |
UNCH |
0.00% |
Allworth Financial LP |
7 |
7 |
UNCH |
0.00% |
JFS Wealth Advisors LLC |
9 |
9 |
UNCH |
0.00% |
First Horizon Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
Solstein Capital LLC |
435 |
435 |
UNCH |
0.00% |
Versant Capital Management Inc |
3 |
3 |
UNCH |
0.00% |
Geneos Wealth Management Inc. |
44 |
44 |
UNCH |
0.00% |
Lindbrook Capital LLC |
2 |
2 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
4 |
4 |
UNCH |
0.00% |
Fortitude Family Office LLC |
6 |
6 |
UNCH |
0.00% |
GAMMA Investing LLC |
7 |
7 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
40 |
40 |
UNCH |
0.00% |
13F Filers Decreasing DDS Share Count |
Amalgamated Bank |
509 |
118 |
-391 |
-76.82% |
AdvisorNet Financial Inc |
4 |
2 |
-2 |
-50.00% |
FORA Capital LLC |
2,267 |
1,441 |
-826 |
-36.44% |
Hexagon Capital Partners LLC |
59,302 |
42,000 |
-17,302 |
-29.18% |
Householder Group Estate & Retirement Specialist LLC |
461 |
347 |
-114 |
-24.73% |
Zurcher Kantonalbank Zurich Cantonalbank |
639 |
505 |
-134 |
-20.97% |
Park National Corp OH |
775 |
620 |
-155 |
-20.00% |
Consolidated Planning Corp |
1,017 |
846 |
-171 |
-16.81% |
Wedge Capital Management L L P NC |
121,527 |
103,241 |
-18,286 |
-15.05% |
Ritholtz Wealth Management |
2,519 |
2,246 |
-273 |
-10.84% |
Ronald Blue Trust Inc. |
262 |
235 |
-27 |
-10.31% |
BNP Paribas Arbitrage SA |
7,924 |
7,173 |
-751 |
-9.48% |
Nisa Investment Advisors LLC |
14,352 |
13,205 |
-1,147 |
-7.99% |
Bank of New York Mellon Corp |
48,915 |
46,655 |
-2,260 |
-4.62% |
Principal Financial Group Inc. |
4,376 |
4,271 |
-105 |
-2.40% |
Wealth Enhancement Advisory Services LLC |
698 |
685 |
-13 |
-1.86% |
Los Angeles Capital Management & Equity Research Inc. |
1,278 |
1,267 |
-11 |
-0.86% |
Institute for Wealth Management LLC. |
1,126 |
1,121 |
-5 |
-0.44% |
13F Filers Exiting DDS |
Arlington Trust Co LLC |
6 |
0 |
-6 |
-100.00% |
Andina Capital Management LLC |
686 |
0 |
-686 |
-100.00% |
Larson Financial Group LLC |
14 |
0 |
-14 |
-100.00% |
Smart Money Group LLC |
542 |
0 |
-542 |
-100.00% |
Glassman Wealth Services |
6 |
0 |
-6 |
-100.00% |
Exchange Traded Concepts LLC |
12 |
0 |
-12 |
-100.00% |
Robeco Institutional Asset Management B.V. |
154 |
0 |
-154 |
-100.00% |
Janney Montgomery Scott LLC |
785 |
0 |
-785 |
-100.00% |
See Summary: Institutional Holders of DDS
See Details: Top 10 Hedge Funds Holding DDS
Also See: DDS Insider Buying
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